Integrated Financial Services Inc.

Integrated Financial Services Inc. (CRD# 106605) is a financial advisory firm headquartered in , . They manage $118,337,983 in 19 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $6,228,315
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Integrated Financial Services Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jean T. Sells
CRD#: 4332762
Weston, CT
90
Wealthminder
score

Jean Sells (CRD# 4332762) is an Investment Advisor Representative working at Integrated Financial Services Inc. in Weston, CT and has 1 year of experience in the finance industry. Jean Sells has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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